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Diploma in Finance and Investment Banking

Indian : Rs.22000 International : $367

INTRODUCTION

If you want to get into Corporate Finance where you are going to advice companies on raising money, stock price analysis etc or if you want to get into brokerage house and deal with the stock markets or the various financial products like loans, derivatives, mutual funds etc then you should do the Diploma in Finance and Investment Banking course.

Structure a MIS / Operations Dashboard to track the status of various projects

Compare project status to budgets

MICROSOFT EXCEL: SALES PROFESSIONALS

Structure a sales plan

Structure an account plan with ownerships, deadlines and status

ACCOUNTING: TALLY: BASICS OF ACCOUNTING

Principles of Accounting

Double Entry System and Basic Documents

ACCOUNTING: TALLY: TALLY BASICS

Company Setup

Alter and Shut a Company

Creating Accounting Masters

ACCOUNTING: TALLY: INVENTORY MANAGEMENT

Inventory Masters

Groups, Measures and Stock Items

Stock Summary, Analysis and Reports

ACCOUNTING: TALLY: CONTRA VOUCHER

Credit Notes and Contra Voucher

ACCOUNTING: TALLY: PURCHASE PROCESS

Purchase Process Cycle and Purchase Order

Receipts Note and Rejections Out

Purchase Voucher, Debit Note and Payment Voucher

Pre Closure of Orders

ACCOUNTING: TALLY: SALES PROCESS

Sales Order, Rejections, Delivery Note and Rejections In

Sales Invoice and Credit Note

ACCOUNTING: TALLY: RECEIPTS AND VOUCHERS

Receipt Vouchers, Bill-wise details and Pre-Closure

POS Invoice

ACCOUNTING: TALLY: PRICING

Price List, Price Levels and Recording Invoices

ACCOUNTING: TALLY: REORDER LEVELS

Minimum order quantity, Reorder Status

ACCOUNTING: TALLY: FINANCIAL REPORTS

Configuring the Balance Sheet, P&L

Configuring Trial Balance, Daybook and Outstanding Statements

ACCOUNTING: TALLY: INVENTORY REPORTS

Stock Summary and Valuation

Purchase and Sales Bills Pending Reports

ACCOUNTING: TALLY: COST CENTERS AND COST CATEGORIES

Activation, Creation and Applying to Ledger Accounts

ACCOUNTING: TALLY: BUDGETS

Enable, Create and View Budget Reports; Analyse Variance

ACCOUNTING: TALLY: SCENARIOS

Creating Scenarios and Non-Accounting Vouchers

ACCOUNTING: TALLY: MULTI CURRENCY

Setting New Currency and Creation of Ledgers

Altering Foreign Currency Master

ACCOUNTING: TALLY: INTEREST CALCULATION

Setup Interest Calculation

Interest Calculation in Advanced Mode

ACCOUNTING: TALLY: BANKING AND CHECK MANAGEMENT

Cash Book, Deposit Slip, Reconciliations

Generating and Printing Checks, Deposit Slips

ACCOUNTING: TALLY: SECURITY CONTROL AND TALLY AUDIT

Security Control and Tally Audit

ACCOUNTING: TALLY: STOCK TRANSFERS, MANUFACTURING JOURNALS AND BOM

Stock Transfers, Manufacturing Journal & BOM

ACCOUNTING: TALLY: TDS – TAX DEDUCTION AT SOURCE

Enable and Record TDS

ACCOUNTING: TALLY: SERVICE TAX

Create Service, Purchases, Sales, Party and Tax Masters

Creating Duty Masters

ACCOUNTING: TALLY: VAT

Create Purchase, Sales and VAT Masters

ACCOUNTING: TALLY: EXCISE FOR DEALERS

Creating Party, Purchase, Sales and Tax Masters

Creating Tariff Classification, Excise Purchase and Sales Voucher

CONTENT MODE

This is an online course taught using recorded videos - In the videos you will see the faculty teaching and building financial models from scratch using Excel.

REQUIREMENTS

There is no such eligibility criteria required - this course assumes you have no background in finance and accounting. This course starts from the basics of finance and accounting and slowly builds into advanced topics. You need an internet connection to access the course.

WHAT AM I ABLE TO GET OUT OF THIS COURSE

The biggest advantage of this course - is you get to interact with world class faculty - just by interacting with them you learn a lot - whenever you have any doubts or need guidance - you can schedule a phone call with the faculty.

ADDITIONAL SUPPORT

We provide assistance by connecting you to our expert industry faculty who are investment bankers themselves and have worked for firms like Goldman Sachs, Merrill Lynch and CSFB.

You can interact with them and learn about different jobs in detail and they’ll gladly assist you in helping you re write your resume, give you job tips, tell you about current job vacancies, how to apply, take your mock interview etc.

Frequently Asked Questions

Why do I need the DeZyre's Diploma in Finance and Investment Banking?

Jobs in Banking and Capital Market are extremely competitive. There are thousands of well qualified applicants for every open position. This DeZyre's Diploma in Finance and Investment Banking will significantly improve your chances of a successful career since you will learn the exact skills that industry is looking for. The best financial industry experts will teach you using real-life industry case studies, current events and personal experience. At the end of this course you will have a confident grasp of the technical of financial modeling, valuation, financial ratios, tally, equity, debt, derivates, forex and mutual funds. You will be able to apply for jobs that involve Investment Banking, Equity Research, Financial Planning, Portfolio Management etc.

How do I study this Diploma in Finance and Investment banking course online on DeZyre.com?

Step 1 – Enroll and pay for the course by clicking on the “Take this course” button.

Step 2 - Once you enroll for the course, we will email you a username and password.

Step 3 - Once you login, you will see all the course modules. Each module has a video, where you can see the faculty explaining the various concepts using Excel and Powerpoint. The faculty will work-out the various analysis and problems in the video for your easy understanding.

What is the duration of the Diploma in Finance and Investment banking?

Most of our students finish the course in 6 months. You can login whenever you are free and complete a few modules a day. You can finish it faster if you do more modules every day.

How do I contact the faculty to clear doubts?

When you have any doubts in the course content, you have 2 options to get them clarified –

Post you questions on the discussion board by clicking “Ask a Question”. Faculty will reply immediately.

Schedule a phone call with the faculty to clear your doubts.

What is the format of the Diploma in Finance and Investment banking exam?

The exam is an online multiple choice exam and consists of 100 questions that should be completed in 2 hours. The passing score on the examination is 60%. There is no negative marking.

For how long is my DeZyre login and password valid to access my portfolio management course?

Once you have enrolled for the course, there is no validity or end date. You can access your course contents anytime, even after you finish your final exam.

BINNY MATHEWS

Binny's expertise is in Corporate Finance, Online Education and Entrepreneurship.

He is currently the Co-founder of Dezyre.com and is responsible for all Sales, Business Development and Course Development.

Prior to Dezyre.com, Binny was a Sales and Business Development Manager at QuinStreet - one of the world’s leaders in online education. At QuinStreet, Binny was responsible for US$14 million in P&L and ownership over QuinStreet’s primary clients. He also was responsible for coordinating between the technology, creative and media teams to help clients achieve their online marketing goals.

Prior to QuinStreet, Binny was a Senior Analyst in the Investment Banking Division at Credit Suisse (New York & San Francisco) working with clients in Media and Technology. At Credit Suisse he worked on transactions over US$25 billion including the SBC-AT&T Merger, Dice.com IPO and First Solar IPO apart from advising clients such as Comcast, Tribune, Global Crossing, eBay, Yahoo, Comcast and Level 3.

Binny graduated with a M.S in Computer Science and Engineering from Washington University in St.Louis, where he was a Graduate Student Representative. At WashU, Binny worked on an Image Sensor module that was part of a space mission. He graduated with a B.S in Computer Science from SRM University where he was President of the Computer Science Association.

Originally from Chennai, Binny is passionate about education and used to teach entrepreneurship to New York City school kids. He was also the New Member Recruiter and Fundraiser for ‘Asha for Education’ - a non-profit focused on education and career development projects in India.

Highlights

Investment Banker, Credit Suisse, New York & San Francisco

Sales and Business Development Manager – Quinstreet – World leader in online education